Creating an empty case series

One way to create a case series is to create an empty case series and then manually add (type in or paste in) a list of case IDs, or transfer cases to the empty case series.

1.         Click the Case Series tab.

The Case Series page appears.

2.         Click Create Empty Case Series.

The Create Empty Case Series page appears.

3.         From the Select a configuration drop-down list, select a configuration. You can click Browse to select from a list of data configurations.

4.         Click Next.

The Create Empty Case Series page appears. If you selected a data configuration that supports timestamped data, the Select As Of page appears first so that you can specify an As Of date.

5.         In the Name field, enter a name for the case series. The name does not need to be unique, although Oracle recommends that you use a unique name.

6.         In the Description field, enter an informative description of the case series.

7.         To assign the case series to an existing project, click Add to existing project and select the project from the drop-down list. Only projects associated with objects that you created or that are published to you appear in the list.

or

To create a new project and assign the case series to it, click Add to a new project named and enter a project name.

8.         Click Save.

The Case Series page appears, listing the new case series.

9.         View the empty case series and manually add cases to the case series or transfer cases to the empty case series.